BEI
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Benjamin Edwards Inc’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Benjamin Edwards Inc’s Portfolio FIIG Stock Details FIIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.15M Buy
393,377
+27,004
+7% +$561K 0.07% 268
2026
Q1 		$7.6M Buy
366,373
+47,527
+15% +$1M 0.08% 256
2025
Q4 		$6.76M Buy
318,846
+97,729
+44% +$2.08M 0.07% 251
2025
Q3 		$4.69M Buy
221,117
+42,972
+24% +$906K 0.05% 314
2025
Q2 		$3.74M Buy
178,145
+44,732
+34% +$923K 0.05% 327
2025
Q1 		$2.77M Buy
133,413
+38,925
+41% +$801K 0.04% 353
2024
Q4 		$1.93M Buy
94,488
+29,391
+45% +$613K 0.03% 446
2024
Q3 		$1.39M Buy
65,097
+63,509
+3,999% +$1.34M 0.02% 511
2024
Q2 		$32K Buy
1,588
+195
+14% +$3.97K 0.01% 546
2024
Q1 		$29K Buy
+1,393
New +$28.7K 0.01% 537

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Benjamin Edwards Inc's FIIG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 7.4% in Q2 2026, buying an estimated $561K and bringing the position to 393,377 shares worth $8.15M. The position accounts for 0.07% of the portfolio, ranked #268.

Benjamin Edwards Inc first reported a position in FIIG in Q1 2024 and has held it in 10 quarters since. 138 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

  • Benjamin Edwards Inc held 393,377 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $8.15M as of Q2 2026.
  • Benjamin Edwards Inc bought 27,004 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $561K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.07% of Benjamin Edwards Inc's portfolio in Q2 2026, its #268 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 138 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.